DH Unplugged http://www.dhunplugged.com Dvorak and Horowitz Unplugged Podcast Wed, 05 Jun 2013 13:44:30 +0000 en-US hourly 1 http://wordpress.org/?v=3.5.1 Dvorak and Horowitz, unscripted and unrehearsed discuss markets, finance and economy like no one else. Dvorak/Horowitz no horowitzemail@gmail.com (Horowitz and Dvorak) Copyright 2009 Dvorak and Horowitz Unplugged dvorak,horowitz,financial,podcast DH Unplugged http://dhunplugged.com/wp-content/uploads/powerpress/dhu144.jpg http://www.dhunplugged.com Weekly Copyright 2009dvorak,horowitz,financial,podcastBusiness/Business NewsBusiness/InvestingBusinesshorowitzemail@gmail.comDvorak/Horowitz DHUnplugged #184: All in the Famdamily http://www.dhunplugged.com/2013/06/05/dhunplugged-184-all-in-the-famdamily/ http://www.dhunplugged.com/2013/06/05/dhunplugged-184-all-in-the-famdamily/#comments Wed, 05 Jun 2013 13:44:30 +0000 horowitzemail@gmail.com (Dvorak/Horowitz) http://www.dhunplugged.com/?p=3546 Lots of goodies in this episode. From Edith Bunker to Michael Douglas we look at these and more of the important issues facing markets and investors.

archoe

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]]> http://www.dhunplugged.com/2013/06/05/dhunplugged-184-all-in-the-famdamily/feed/ 0 DH Unplugged,PODCASTS Lots of goodies in this episode. From Edith Bunker to Michael Douglas we look at these and more of the important issues facing markets and investors. - NEW! We are now tracking the idea stocks that Andrew and John highlight in each episode. Lots of goodies in this episode. From Edith Bunker to Michael Douglas we look at these and more of the important issues facing markets and investors. (http://www.dhunplugged.com/wp-content/uploads/2013/06/archoe.jpg) NEW! We are now tracking the idea stocks that Andrew (http://www.horowitzandcompany.com) and John (http://dvorak.org/blog) highlight in each episode. Here is the link... ______ Live and Alerting! (http://www.thedisciplinedinvestor.com/blog/wp-content/uploads/2012/02/tpr.jpg) (Click the above for more information) ___ Disclosure: Horowitz & Company (http://www.horowitzandcompany.com) clients may hold positions of securities mentioned as of the date published.   Horowitz and Dvorak no 1:07:45 http://media.blubrry.com/dhunplugged/m.podshow.com/media/13207/episodes/329708/randompodshowcom-329708-06-05-2013.mp3 DHUnplugged #183: Tampering and Tapering – One Letter Difference http://www.dhunplugged.com/2013/05/29/dhunplugged-183-tampering-and-tapering-one-letter-difference/ http://www.dhunplugged.com/2013/05/29/dhunplugged-183-tampering-and-tapering-one-letter-difference/#comments Wed, 29 May 2013 13:37:39 +0000 horowitzemail@gmail.com (Dvorak/Horowitz) http://www.dhunplugged.com/?p=3539 Lots to discuss with all of the “currency wars” starting to become a reality. South Korea and Japan are now in a rift and there is evidence that the bond bubble burst has started. Nothing like a good collapse as far as JCD is concerned.

Tapering

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]]> http://www.dhunplugged.com/2013/05/29/dhunplugged-183-tampering-and-tapering-one-letter-difference/feed/ 1 DH Unplugged,PODCASTS Lots to discuss with all of the "currency wars" starting to become a reality. South Korea and Japan are now in a rift and there is evidence that the bond bubble burst has started. Nothing like a good collapse as far as JCD is concerned. - NEW! Lots to discuss with all of the "currency wars" starting to become a reality. South Korea and Japan are now in a rift and there is evidence that the bond bubble burst has started. Nothing like a good collapse as far as JCD is concerned. (http://www.dhunplugged.com/wp-content/uploads/2013/05/Tapering.png) NEW! We are now tracking the idea stocks that Andrew (http://www.horowitzandcompany.com) and John (http://dvorak.org/blog) highlight in each episode. Here is the link... ______ Live and Alerting! (http://www.thedisciplinedinvestor.com/blog/wp-content/uploads/2012/02/tpr.jpg) (Click the above for more information) ___ Disclosure: Horowitz & Company (http://www.horowitzandcompany.com) clients may hold positions of securities mentioned as of the date published.   Horowitz and Dvorak no 57:49 http://media.blubrry.com/dhunplugged/m.podshow.com/media/13207/episodes/329453/randompodshowcom-329453-05-29-2013.mp3 DHUnplugged #182: Fecal Matters http://www.dhunplugged.com/2013/05/22/dhunplugged-182-fecal-matters/ http://www.dhunplugged.com/2013/05/22/dhunplugged-182-fecal-matters/#comments Wed, 22 May 2013 13:57:03 +0000 horowitzemail@gmail.com (Dvorak/Horowitz) http://www.dhunplugged.com/?p=3533 58% of public pools have been found to have feces in the water. Just some of the items of interest in this episode. We also talk about the global markets as well as the current state of affairs with the Fed. Some interesting comments about the SAC hedge fund insider trading fiasco and closure.

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poop-1-1

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Disclosure: Horowitz & Company clients may hold positions of securities mentioned as of the date published.

 

]]> http://www.dhunplugged.com/2013/05/22/dhunplugged-182-fecal-matters/feed/ 1 DH Unplugged,PODCASTS 58% of public pools have been found to have feces in the water. Just some of the items of interest in this episode. We also talk about the global markets as well as the current state of affairs with the Fed. 58% of public pools have been found to have feces in the water. Just some of the items of interest in this episode. We also talk about the global markets as well as the current state of affairs with the Fed. Some interesting comments about the SAC hedge fund insider trading fiasco and closure. NEW! We are now tracking the idea stocks that Andrew (http://www.horowitzandcompany.com) and John (http://dvorak.org/blog) highlight in each episode. Here is the link... (http://www.dhunplugged.com/wp-content/uploads/2013/05/poop-1-1.jpg) ______ Live and Alerting! (http://www.thedisciplinedinvestor.com/blog/wp-content/uploads/2012/02/tpr.jpg) (Click the above for more information) ___ Disclosure: Horowitz & Company (http://www.horowitzandcompany.com) clients may hold positions of securities mentioned as of the date published.   Horowitz and Dvorak no 59:18 http://media.blubrry.com/dhunplugged/m.podshow.com/media/13207/episodes/329195/randompodshowcom-329195-05-22-2013.mp3 DHUnplugged #181: Big Brother is Back… http://www.dhunplugged.com/2013/05/15/dhunplugged-181-big-brother-is-back/ http://www.dhunplugged.com/2013/05/15/dhunplugged-181-big-brother-is-back/#comments Wed, 15 May 2013 12:40:28 +0000 horowitzemail@gmail.com (Dvorak/Horowitz) http://www.dhunplugged.com/?p=3529 The Yen is out of control and it is causing collateral damage that is wide spread. Bubbles, bubbles and more bubbles. Markets appear immune to eco data and we discuss the latest revelations about Big Brother.

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3551663446_ede9cfb51c_b

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]]> http://www.dhunplugged.com/2013/05/15/dhunplugged-181-big-brother-is-back/feed/ 1 DH Unplugged,PODCASTS The Yen is out of control and it is causing collateral damage that is wide spread. Bubbles, bubbles and more bubbles. Markets appear immune to eco data and we discuss the latest revelations about Big Brother. - NEW! The Yen is out of control and it is causing collateral damage that is wide spread. Bubbles, bubbles and more bubbles. Markets appear immune to eco data and we discuss the latest revelations about Big Brother. NEW! We are now tracking the idea stocks that Andrew (http://www.horowitzandcompany.com) and John (http://dvorak.org/blog) highlight in each episode. Here is the link... (http://www.dhunplugged.com/wp-content/uploads/2013/05/3551663446_ede9cfb51c_b.jpg) ______ Live and Alerting! (http://www.thedisciplinedinvestor.com/blog/wp-content/uploads/2012/02/tpr.jpg) (Click the above for more information) ___ Disclosure: Horowitz & Company (http://www.horowitzandcompany.com) clients may hold positions of securities mentioned as of the date published.   Horowitz and Dvorak no 1:02:30 http://media.blubrry.com/dhunplugged/m.podshow.com/media/13207/episodes/329017/randompodshowcom-329017-05-15-2013.mp3 DHUnplugged #180: Sell in May and A Yen for A Bull http://www.dhunplugged.com/2013/05/01/dhunplugged-180-sell-in-may-and-a-yen-for-a-bull/ http://www.dhunplugged.com/2013/05/01/dhunplugged-180-sell-in-may-and-a-yen-for-a-bull/#comments Wed, 01 May 2013 05:56:48 +0000 horowitzemail@gmail.com (Dvorak/Horowitz) http://www.dhunplugged.com/?p=3517 Sell in May ad go away, will it play out? Facebook and LinkedIn earnings are coming up and we discuss what to expect. Central Banks are buying stocks and that is a troubling development. Plus lots more…

sellmay

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 The charts discussed in this episode:

chinaeco yen qqq

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]]> http://www.dhunplugged.com/2013/05/01/dhunplugged-180-sell-in-may-and-a-yen-for-a-bull/feed/ 1 DH Unplugged,PODCASTS Sell in May ad go away, will it play out? Facebook and LinkedIn earnings are coming up and we discuss what to expect. Central Banks are buying stocks and that is a troubling development. Plus lots more... - NEW! Sell in May ad go away, will it play out? Facebook and LinkedIn earnings are coming up and we discuss what to expect. Central Banks are buying stocks and that is a troubling development. Plus lots more... (http://www.dhunplugged.com/wp-content/uploads/2013/04/sellmay.jpg) NEW! We are now tracking the idea stocks that Andrew (http://www.horowitzandcompany.com) and John (http://dvorak.org/blog) highlight in each episode. Here is the link... ______ Live and Alerting! (http://www.thedisciplinedinvestor.com/blog/wp-content/uploads/2012/02/tpr.jpg) (Click the above for more information) ___ Disclosure: Horowitz & Company (http://www.horowitzandcompany.com) clients may hold positions of securities mentioned as of the date published. ___  The charts discussed in this episode: (http://www.dhunplugged.com/wp-content/uploads/2013/04/chinaeco.jpg) (http://www.dhunplugged.com/wp-content/uploads/2013/04/yen.jpg) (http://www.dhunplugged.com/wp-content/uploads/2013/04/qqq.jpg) __________ Horowitz and Dvorak no 56:57 http://media.blubrry.com/dhunplugged/m.podshow.com/media/13207/episodes/328447/randompodshowcom-328447-05-01-2013.mp3 DHUnplugged #179: Market ALL A Twitter http://www.dhunplugged.com/2013/04/24/dhunplugged-179-market-all-a-twitter/ http://www.dhunplugged.com/2013/04/24/dhunplugged-179-market-all-a-twitter/#comments Wed, 24 Apr 2013 13:13:51 +0000 horowitzemail@gmail.com (Dvorak/Horowitz) http://www.dhunplugged.com/?p=3510 The computers took over once the (false) Tweet was released that there was a bombing in  the White House and President Obama had been injured. We discuss how the algos may have exacerbated the sell-off and subsequent rally. Also, Apple (AAPL) earnings and more….

twitter-follow-achiever

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]]> http://www.dhunplugged.com/2013/04/24/dhunplugged-179-market-all-a-twitter/feed/ 1 DH Unplugged,PODCASTS The computers took over once the (false) Tweet was released that there was a bombing in  the White House and President Obama had been injured. We discuss how the algos may have exacerbated the sell-off and subsequent rally. Also, The computers took over once the (false) Tweet was released that there was a bombing in  the White House and President Obama had been injured. We discuss how the algos may have exacerbated the sell-off and subsequent rally. Also, Apple (AAPL) earnings and more.... (http://www.dhunplugged.com/wp-content/uploads/2013/04/twitter-follow-achiever.jpg) NEW! We are now tracking the idea stocks that Andrew (http://www.horowitzandcompany.com) and John (http://dvorak.org/blog) highlight in each episode. Here is the link... ______ Live and Alerting! (http://www.thedisciplinedinvestor.com/blog/wp-content/uploads/2012/02/tpr.jpg) (Click the above for more information) ___ Disclosure: Horowitz & Company (http://www.horowitzandcompany.com) clients may hold positions of securities mentioned as of the date published. ___   __________ Horowitz and Dvorak no 59:34 http://media.blubrry.com/dhunplugged/m.podshow.com/media/13207/episodes/328190/randompodshowcom-328190-04-24-2013.mp3 DHUnplugged #178: House of Cards – Gold Plunge http://www.dhunplugged.com/2013/04/17/dhunplugged-178-house-of-cards-gold-plunge/ http://www.dhunplugged.com/2013/04/17/dhunplugged-178-house-of-cards-gold-plunge/#comments Wed, 17 Apr 2013 14:50:08 +0000 horowitzemail@gmail.com (Dvorak/Horowitz) http://www.dhunplugged.com/?p=3504 Now that was “fun” no? Gold plunged and we discuss the reasons and the rationale. What to do next? Bitcoin and many other topic that you will want to hear are explores in this episode.

house_of_cards

 

 

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]]> http://www.dhunplugged.com/2013/04/17/dhunplugged-178-house-of-cards-gold-plunge/feed/ 2 DH Unplugged,PODCASTS Now that was "fun" no? Gold plunged and we discuss the reasons and the rationale. What to do next? Bitcoin and many other topic that you will want to hear are explores in this episode. -   -   - NEW! We are now tracking the idea stocks that Andrew a... Now that was "fun" no? Gold plunged and we discuss the reasons and the rationale. What to do next? Bitcoin and many other topic that you will want to hear are explores in this episode. (http://www.dhunplugged.com/wp-content/uploads/2013/04/house_of_cards.jpg)     NEW! We are now tracking the idea stocks that Andrew (http://www.horowitzandcompany.com) and John (http://dvorak.org/blog) highlight in each episode. Here is the link... ______ Live and Alerting! (http://www.thedisciplinedinvestor.com/blog/wp-content/uploads/2012/02/tpr.jpg) (Click the above for more information) ___ Disclosure: Horowitz & Company (http://www.horowitzandcompany.com) clients may hold positions of securities mentioned as of the date published. ___   __________ Horowitz and Dvorak no 1:05:47 http://media.blubrry.com/dhunplugged/m.podshow.com/media/13207/episodes/327919/randompodshowcom-327919-04-17-2013.mp3 DHUnplugged #177: Something is Fishy Here…. http://www.dhunplugged.com/2013/04/03/dhunplugged-177-something-is-fishy-here/ http://www.dhunplugged.com/2013/04/03/dhunplugged-177-something-is-fishy-here/#comments Wed, 03 Apr 2013 13:24:08 +0000 horowitzemail@gmail.com (Dvorak/Horowitz) http://www.dhunplugged.com/?p=3490 We have a new site, thanks to Nick the Rat (Not sure if that is his real name). In this episode, we talk about upcoming economic reports to watch as well as some important updates on Cyprus. We also dig into the fishy moves for some of the HMO and health stocks ahead of the recent Medicare reimbursement decision.

fishy

 

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Something fishy with big move on Humana?

humana

Netflix (NFLX) at critical support

nflx

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]]> http://www.dhunplugged.com/2013/04/03/dhunplugged-177-something-is-fishy-here/feed/ 6 DH Unplugged,PODCASTS We have a new site, thanks to Nick the Rat (Not sure if that is his real name). In this episode, we talk about upcoming economic reports to watch as well as some important updates on Cyprus. We also dig into the fishy moves for some of the HMO and heal... We have a new site, thanks to Nick the Rat (Not sure if that is his real name). In this episode, we talk about upcoming economic reports to watch as well as some important updates on Cyprus. We also dig into the fishy moves for some of the HMO and health stocks ahead of the recent Medicare reimbursement decision. (http://www.dhunplugged.com/wp-content/uploads/2013/04/fishy.jpg)   NEW! We are now tracking the idea stocks that Andrew (http://www.horowitzandcompany.com) and John (http://dvorak.org/blog) highlight in each episode. Here is the link... ______ Live and Alerting! (http://www.thedisciplinedinvestor.com/blog/wp-content/uploads/2012/02/tpr.jpg) (Click the above for more information) ___ Disclosure: Horowitz & Company (http://www.horowitzandcompany.com) clients may hold positions of securities mentioned as of the date published. ___ Something fishy with big move on Humana? (http://www.dhunplugged.com/wp-content/uploads/2013/04/humana.jpg) Netflix (NFLX) at critical support (http://www.dhunplugged.com/wp-content/uploads/2013/04/nflx.png) __________ Horowitz and Dvorak no 1:00:08 http://media.blubrry.com/dhunplugged/m.podshow.com/media/13207/episodes/327429/randompodshowcom-327429-04-03-2013.mp3 DHUnplugged #176: Stealing From Russia Not Advisable http://www.dhunplugged.com/2013/03/20/dhunplugged-176-stealing-from-russia-not-advisable/ http://www.dhunplugged.com/2013/03/20/dhunplugged-176-stealing-from-russia-not-advisable/#comments Wed, 20 Mar 2013 14:47:56 +0000 horowitzemail@gmail.com (Dvorak/Horowitz) http://www.dhunplugged.com/?p=3475 Cyprus is thinking about taking money from depositors who are by in-large Russians. Not the best plan every conceived. We talk about the pig dump in China, the Fed, markets and more…

 

 russia

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Weekly Stock Picks Tracking Spreadsheet

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]]> http://www.dhunplugged.com/2013/03/20/dhunplugged-176-stealing-from-russia-not-advisable/feed/ 1 DH Unplugged,PODCASTS Cyprus is thinking about taking money from depositors who are by in-large Russians. Not the best plan every conceived. We talk about the pig dump in China, the Fed, markets and more... Follow @andrewhorowitz  Follow @therealdvorak   NEW! Cyprus is thinking about taking money from depositors who are by in-large Russians. Not the best plan every conceived. We talk about the pig dump in China, the Fed, markets and more... Follow @andrewhorowitz (https://twitter.com/andrewhorowitz)  Follow @therealdvorak (https://twitter.com/therealdvorak)  (http://www.dhunplugged.com/wp-content/uploads/2013/03/russia-300x220.jpg) NEW! We are now tracking the idea stocks that Andrew (http://www.horowitzandcompany.com) and John (http://dvorak.org/blog) highlight in each episode. Here is the link... ______ Live and Alerting! (http://www.thedisciplinedinvestor.com/blog/wp-content/uploads/2012/02/tpr.jpg) (Click the above for more information) ___ Disclosure: Horowitz & Company (http://www.horowitzandcompany.com) clients may hold positions of securities mentioned as of the date published. ___ Weekly Stock Picks Tracking Spreadsheet (http://spreadsheets.google.com/pub?key=t4zKldW9slS9x_czK_uT6Bw&single=true&gid=0&output=html) __________ Horowitz and Dvorak no 55:40 http://media.blubrry.com/dhunplugged/media.podshow.com/media/13207/episodes/326857/randompodshowcom-326857-03-20-2013_pshow_481410.mp3 DHUnplugged #175: Themes and Memes, Plus the Netflix (NFLX) Challenge http://www.dhunplugged.com/2013/03/13/dhunplugged-175-themes-and-memes-plus-the-netflix-nflx-challenge/ http://www.dhunplugged.com/2013/03/13/dhunplugged-175-themes-and-memes-plus-the-netflix-nflx-challenge/#comments Wed, 13 Mar 2013 15:46:19 +0000 horowitzemail@gmail.com (Dvorak/Horowitz) http://www.dhunplugged.com/?p=3469 China’s economics and the freefall of the Yen are topics we hit on as well as the latest themes and memes that we seem to focus on regularly. A few stocks and a Netflix Challenge – one of us is short and the other long…. Hear all about our thoughts on the markets

 

 nflx

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Weekly Stock Picks Tracking Spreadsheet

__________

]]> http://www.dhunplugged.com/2013/03/13/dhunplugged-175-themes-and-memes-plus-the-netflix-nflx-challenge/feed/ 2 DH Unplugged,PODCASTS China's economics and the freefall of the Yen are topics we hit on as well as the latest themes and memes that we seem to focus on regularly. A few stocks and a Netflix Challenge - one of us is short and the other long.... China's economics and the freefall of the Yen are topics we hit on as well as the latest themes and memes that we seem to focus on regularly. A few stocks and a Netflix Challenge - one of us is short and the other long.... Hear all about our thoughts on the markets Follow @andrewhorowitz (https://twitter.com/andrewhorowitz)  Follow @therealdvorak (https://twitter.com/therealdvorak)  (http://www.dhunplugged.com/wp-content/uploads/2013/03/nflx-300x177.jpg) NEW! We are now tracking the idea stocks that Andrew (http://www.horowitzandcompany.com) and John (http://dvorak.org/blog) highlight in each episode. Here is the link... ______ Live and Alerting! (http://www.thedisciplinedinvestor.com/blog/wp-content/uploads/2012/02/tpr.jpg) (Click the above for more information) ___ Disclosure: Horowitz & Company (http://www.horowitzandcompany.com) clients may hold positions of securities mentioned as of the date published. ___ Weekly Stock Picks Tracking Spreadsheet (http://spreadsheets.google.com/pub?key=t4zKldW9slS9x_czK_uT6Bw&single=true&gid=0&output=html) __________ Horowitz and Dvorak no 58:55 http://media.blubrry.com/dhunplugged/m.podshow.com/media/13207/episodes/326560/randompodshowcom-326560-03-13-2013.mp3 Dvorak/HorowitznonadultDvorak and Horowitz Unplugged